Estate Management

Wills, Powers of Attorney and Trusts

Put in place long-term arrangements to meet current and future family and financial needs. We advise and explain:

  • when a Will is valid or invalid
  • who has rights to claims on your Will
  • probate and when it is required in estate administration
  • the role of executors, donors and attorneys
  • the benefits of having your assets in a trust
  • the issues surrounding gifting, clawback of gifting
  • residential care subsidies and tax rules

We advise all adults over the age of 18 to have a Will and Enduring Power of Attorney. If you don't think you have any assets to justify estate planning, just check how much you have in KiwiSaver.